The frontier labs (Claude + ChatGPT + Grok + Gemini) have been log-monotonically plowing into the enterprise super intelligence market. People often ask what inning we are in? On this definition of market size, AI software is roughly 0.1% penetrated into the enterprise; the first pitch has only just been thrown and is not even a quarter of the way to the catcher's mitt. Adjusting for the realized rate of market penetration of the frontier labs, and assuming they follow a traditional diffusion curve, some $30 trillion in revenue could be up for grabs by 2030. Even if the rate of diffusion were to slow to 2/3rds that realized thus far, $10 trillion in revenue could be at stake for the AI frontier labs by 2030.